See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,403 | $89,355-11.1% | $141,162-43.8% | $72,985+8.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.01% | 111.85%-88.8pp | 71.39%-48.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,544 | $3,114-18.3% | $4,735-46.3% | $2,440+4.3% |
| Participant deferral / active EE | $5,203 | $5,418-4.0% | $6,709-22.5% | $3,607+44.2% |
| Admin fee / account holder | $288 | $5,958-95.2% | $10,261-97.2% | $5,124-94.4% |